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Name Holding Trade Value Shares
Change 		Change in
Stake
WLG
1626
Williamson Legacy Group
Indiana
$3.22M +$391K +954 +21%
CH
1627
Cromwell Holdings
Wyoming
$3.22M +$116K +284 +5%
GAA
1628
Global Assets Advisory
Florida
$3.21M -$770K -1,879 -24%
IP
1629
Ignite Planners
California
$3.21M +$167K +407 +8%
ATFA
1630
All Terrain Financial Advisors
Minnesota
$3.21M – – –
SGI
1631
Swan Global Investments
Colorado
$3.2M +$1.52M +3,704 +204%
SH
1632
SLT Holdings
Arizona
$3.19M -$1.43M -3,486 -39%
PWM
1633
Pines Wealth Management
North Carolina
$3.19M -$415K -1,013 -16%
RL
1634
Retireful LLC
Michigan
$3.19M +$1.82M +4,429 +419%
RC
1635
Roundview Capital
New Jersey
$3.16M +$59K +144 +3%
KJWM
1636
Kiley Juergens Wealth Management
Washington
$3.16M -$118K -288 -5%
CHAM
1637
Clear Harbor Asset Management
Connecticut
$3.16M -$1.3M -3,182 -37%
SOW
1638
State of Wyoming
Wyoming
$3.15M +$1.04M +2,540 +88%
AAM
1639
Aureus Asset Management
Massachusetts
$3.14M -$125K -305 -5%
BA
1640
Bridgewater Advisors
New York
$3.14M -$8.2K -20 -0.3%
RSVP
1641
Ramsay Stattman Vela & Price
Colorado
$3.14M – – –
MPCL
1642
My Personal CFO LLC
Washington
$3.13M -$205K -500 -8%
VIA
1643
Virtus Investment Advisers
Connecticut
$3.13M -$879K -2,144 -28%
JSL
1644
JT Stratford LLC
Georgia
$3.12M +$89.4K +218 +4%
MFA
1645
Mayflower Financial Advisors
Massachusetts
$3.12M -$64.4K -157 -3%
AWM
1646
Accel Wealth Management
Iowa
$3.12M +$30.3K +74 +1%
WAS
1647
Winch Advisory Services
Wisconsin
$3.1M -$7.38K -18 -0.3%
BSB
1648
Bangor Savings Bank
Maine
$3.1M -$118K -289 -5%
LSA
1649
Lansing Street Advisors
Pennsylvania
$3.1M +$2.05K +5 +0.1%
HWM
1650
Horizon Wealth Management
Illinois
$3.1M +$2.18M +5,329 New
64 65
66
67 68